Sales Operations Analyst at Steer in Remote

About the Role

The Sales Operations Analyst is the primary architect of our end-to-end revenue lifecycle and go-to-market workflows. In this role, you will serve as the "connective tissue" between Sales, Customer Success, and Onboarding. Your mission is to ensure that the revenue engine runs without friction, from the initial lead to the final handoff. You won't just be watching the data; you’ll be building the guardrails and automated workflows that allow our customer-facing teams to scale. This is a high-impact role that requires a blend of operational rigor, technical CRM expertise, and a proactive approach to process optimization.

You Are

• A "Workflow Architect": You don't just see a spreadsheet; you see a sequence of events that can be automated and improved.
• Process-Oriented: You enjoy identifying bottlenecks and implementing HubSpot automation to reduce manual friction between teams.
• Detail-Obsessed but Fast: You can maintain extreme accuracy while monitoring live deal flows and ensuring data integrity during fast-paced sales cycles.
• A Systems Thinker: You understand how a change in a Sales property ripples through to Onboarding and Customer Success reporting.
• A Strong Communicator: You are comfortable holding Sales and CS teams accountable for data hygiene and documentation.

You Will

• Own Deal Integrity & Flow: Audit "Closed Won" deals to ensure commercial terms are accurate and that all automated handoffs to Onboarding and CS are triggered flawlessly.
• Optimize GTM Workflows: Build and maintain HubSpot workflows that power the transition from Sales to Onboarding, ensuring no customer "falls through the cracks."
• Enhance GTM Process + Strategy: Partner with Marketing, Sales, Customer Success and Finance to optimize existing processes and implement new ones when strategic changes occur
• Monitor the Revenue Engine: Proactively track deal velocity and stage gates, ensuring all required checks and balances are met before a deal progresses.
• Drive Data Compliance: Act as the gatekeeper for CRM hygiene, following up with stakeholders for missing information and ensuring SPIFF payouts are calculated based on verified deal data.
• Systems Reconciliation: Continuously audit the data flow between HubSpot and downstream project management tools to identify root causes of discrepancies and implement long-term fixes.

You Have

Must Have:

• Operational Foundation: 2+ years of experience in Revenue Operations, Sales Operations, or a similar data-centric role focused on the customer lifecycle.
• HubSpot Power User: High proficiency in HubSpot is non-negotiable.You should have deep experience with Workflows, Custom Objects, and Deal Stage automation and implementing 3rd party systems and workflows.
• Advanced Analytics: Expertise in Excel (Pivot Tables, XLOOKUP) and CRM reporting to visualize trends and identify process breakdowns.
• Lifecycle Experience: Proven experience managing the "Hand-off" process (Sales-to-Onboarding) within a B2B environment.

Nice to Have:

• Experience with HubSpot Operations Hub or Advanced Sequences.
• Background in a SaaS environment with a focus on high-volume/scale.
• Experience building Dashboards and Reports that track key go to market metrics and provide key insights to business leaders.
• Experience managing a deal desk or optimizing processes between CRM and Billing systems

Interview Process

1. Initial Screen (30 min)
2. Hiring Manager Interview (45 min)
3. Cross-collaborative Interview (45 min)
4. Virtual Roundtable (60 min) & Career Journey Interview (60 min)
5. Reference Checks

We Offer

• 100% remote work environment
• 100% employer-paid medical insurance (plus Dental and Vision within 30 days)
• Equity package
• Flexible PTO (with 15 days minimum)
• 401(k), FSA, and HSA options
• Learning Stipend & WFH Equipment
• A collaborative, high-ownership culture where your optimizations directly impact company growth.